Neal David Carlson
Investment adviser representative at Forthright Family Wealth Advisory LLC
10 yearsExperience
1 stateRegistered in
$191.2MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Forthright Family Wealth Advisory LLCSep 2019 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2019
- Wells Fargo Advisors, LLCFeb 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Forthright Family Wealth Advisory LLC
$191.2MAssets managed
64Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4985231
- Firm CRD
- 304547